13F portfolio feed

Latest 13F Portfolio Filings

Showing filings accepted since 01 Jul 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.

Insider activity 13D/G stakes 10-Q/K updates Investors
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161

Recent 13F signals

Latest portfolio disclosures to inspect

Each card links to the parsed portfolio and original SEC filing.

13F portfolio

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

CIK 0001018561

13F-HR Q2 2026
CIK
0001018561
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
223 holdings / $753,481,601
Filed
20 Jul 2026, 17:29:47 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

PATHWAY WEALTH MANAGEMENT LLC

CIK 0002135623

13F-HR Q2 2026
CIK
0002135623
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
31 holdings / $143,400,553
Filed
20 Jul 2026, 17:28:51 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Colony Family Offices, LLC

CIK 0001633573

13F-HR Q2 2026
CIK
0001633573
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
61 holdings / $455,054,549
Filed
20 Jul 2026, 17:28:03 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

PCB Capital LLC

CIK 0002123661

13F-HR Q2 2026
CIK
0002123661
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
114 holdings / $82,134,727
Filed
20 Jul 2026, 17:27:55 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Global Financial Private Client, LLC

CIK 0002023568

13F-HR Q2 2026
CIK
0002023568
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
246 holdings / $368,638,075
Filed
20 Jul 2026, 17:26:57 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
13F portfolio

Phraction Management LLC

CIK 0001907803

13F-HR Q2 2026
CIK
0001907803
Source
SEC 13F-HR
Action
13F-HR accepted
Magnitude
65 holdings / $414,070,729
Filed
20 Jul 2026, 17:26:05 UTC
Period
2026 Q2

Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.

View details Open source
Latest SEC Form 13F filings with manager, report period, holdings count, reported value, and source actions.
SEC accepted Form Manager / CIK Filing report Reported holdings Reported value Actions
20 Jul 2026, 17:29:47 UTC 13F-HR ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 2026 Q2 Open parsed portfolio 223 $753,481,601 Open SEC source
20 Jul 2026, 17:28:51 UTC 13F-HR PATHWAY WEALTH MANAGEMENT LLC CIK 0002135623 2026 Q2 Open parsed portfolio 31 $143,400,553 Open SEC source
20 Jul 2026, 17:28:03 UTC 13F-HR Colony Family Offices, LLC CIK 0001633573 2026 Q2 Open parsed portfolio 61 $455,054,549 Open SEC source
20 Jul 2026, 17:27:55 UTC 13F-HR PCB Capital LLC CIK 0002123661 2026 Q2 Open parsed portfolio 114 $82,134,727 Open SEC source
20 Jul 2026, 17:26:57 UTC 13F-HR Global Financial Private Client, LLC CIK 0002023568 2026 Q2 Open parsed portfolio 246 $368,638,075 Open SEC source
20 Jul 2026, 17:26:05 UTC 13F-HR Phraction Management LLC CIK 0001907803 2026 Q2 Open parsed portfolio 65 $414,070,729 Open SEC source
20 Jul 2026, 17:24:57 UTC 13F-HR Objective Capital Management, LLC CIK 0001924152 2026 Q2 Open parsed portfolio 102 $112,617,534 Open SEC source
20 Jul 2026, 17:24:11 UTC 13F-HR Live Oak Private Wealth LLC CIK 0001799877 2026 Q2 Open parsed portfolio 211 $799,765,926 Open SEC source
20 Jul 2026, 17:24:01 UTC 13F-HR Thomasville National Bank CIK 0001561790 2026 Q2 Open parsed portfolio 241 $1,819,616,957 Open SEC source
20 Jul 2026, 17:23:48 UTC 13F-HR Arcadia Wealth Management, LLC CIK 0001964226 2026 Q2 Open parsed portfolio 66 $318,556,194 Open SEC source
20 Jul 2026, 17:22:48 UTC 13F-HR Sterling Investment Counsel, LLC CIK 0001925853 2026 Q2 Open parsed portfolio 195 $424,785,206 Open SEC source
20 Jul 2026, 17:21:47 UTC 13F-HR SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 2026 Q2 Open parsed portfolio 188 $734,028,756 Open SEC source
20 Jul 2026, 17:21:33 UTC 13F-HR TICINO WEALTH CIK 0002105416 2026 Q2 Open parsed portfolio 135 $317,089,037 Open SEC source
20 Jul 2026, 17:20:06 UTC 13F-HR Clarity Financial LLC CIK 0001862145 2026 Q2 Open parsed portfolio 127 $1,168,946,675 Open SEC source
20 Jul 2026, 17:19:11 UTC 13F-HR FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 2026 Q2 Open parsed portfolio 1,760 $4,127,243,949 Open SEC source
20 Jul 2026, 17:18:45 UTC 13F-HR Hixon Zuercher, LLC CIK 0001806752 2026 Q2 Open parsed portfolio 88 $340,805,607 Open SEC source
20 Jul 2026, 16:59:06 UTC 13F-HR Hansen & Associates Financial Group, Inc. CIK 0001873973 2026 Q2 Open parsed portfolio 45 $174,186,548 Open SEC source
20 Jul 2026, 16:58:30 UTC 13F-HR FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 2026 Q2 Open parsed portfolio 74 $382,702,667 Open SEC source
20 Jul 2026, 16:57:57 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2015 Q1 Open parsed portfolio 101 $339,244,812 Open SEC source
20 Jul 2026, 16:55:29 UTC 13F-HR Counterpoint Mutual Funds LLC CIK 0001698461 2026 Q2 Open parsed portfolio 295 $1,010,967,465 Open SEC source
20 Jul 2026, 16:50:48 UTC 13F-HR GFG Capital, LLC CIK 0001638520 2026 Q2 Open parsed portfolio 100 $363,395,131 Open SEC source
20 Jul 2026, 16:48:05 UTC 13F-HR White Pine Investment CO CIK 0001318259 2026 Q2 Open parsed portfolio 72 $469,190,000 Open SEC source
20 Jul 2026, 16:46:36 UTC 13F-HR First Nebraska Trust Co CIK 0002134841 2015 Q2 Open parsed portfolio 101 $327,191,574 Open SEC source
20 Jul 2026, 16:42:48 UTC 13F-HR C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 2026 Q2 Open parsed portfolio 424 $2,025,125,089 Open SEC source
20 Jul 2026, 16:40:23 UTC 13F-HR Allied Investment Advisors, LLC CIK 0001729869 2026 Q2 Open parsed portfolio 110 $796,508,465 Open SEC source
20 Jul 2026, 16:39:37 UTC 13F-HR PFS Partners, LLC CIK 0002002654 2026 Q2 Open parsed portfolio 598 $246,981,975 Open SEC source
20 Jul 2026, 16:34:51 UTC 13F-HR MeadowBrook Investment Advisors LLC CIK 0001308290 2026 Q2 Open parsed portfolio 196 $126,017,665 Open SEC source
20 Jul 2026, 16:32:34 UTC 13F-HR Koa Wealth Management, LLC CIK 0002022118 2026 Q2 Open parsed portfolio 54 $147,057,648 Open SEC source
20 Jul 2026, 16:31:43 UTC 13F-HR Palisade Asset Management, LLC CIK 0001434323 2026 Q2 Open parsed portfolio 204 $1,083,313,040 Open SEC source
20 Jul 2026, 16:25:43 UTC 13F-HR/A Merit Financial Group, LLC CIK 0001621225 2026 Q2 - Restatement Open parsed portfolio 2,318 $16,094,393,685 Open SEC source
20 Jul 2026, 16:23:48 UTC 13F-HR China-UAE Investment Cooperation Fund, L.P. CIK 0002106200 2026 Q2 Open parsed portfolio 1 $45,220,923 Open SEC source
20 Jul 2026, 16:19:00 UTC 13F-HR KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 2026 Q2 Open parsed portfolio 204 $811,558,465 Open SEC source
20 Jul 2026, 16:15:02 UTC 13F-HR Canaan Partners XI LLC CIK 0001850694 2026 Q2 Open parsed portfolio 3 $127,268,001 Open SEC source
20 Jul 2026, 16:10:16 UTC 13F-HR John W. Brooker & Co., CPAs CIK 0001798926 2026 Q2 Open parsed portfolio 71 $82,766,963 Open SEC source
20 Jul 2026, 16:08:28 UTC 13F-HR ANDREWS, LUCIA WEALTH MANAGEMENT LLC CIK 0001906227 2026 Q2 Open parsed portfolio 39 $191,137,210 Open SEC source
20 Jul 2026, 16:06:27 UTC 13F-HR Family CFO Inc CIK 0001911695 2026 Q2 Open parsed portfolio 47 $259,869,221 Open SEC source
20 Jul 2026, 16:04:04 UTC 13F-HR Empirical Capital Management, LLC CIK 0001642274 2026 Q2 Open parsed portfolio 17 $365,928,000 Open SEC source
20 Jul 2026, 16:02:43 UTC 13F-HR SlateStone Wealth, LLC CIK 0001764049 2026 Q2 Open parsed portfolio 294 $1,305,904,000 Open SEC source
20 Jul 2026, 15:53:19 UTC 13F-HR OAK FAMILY ADVISORS, LLC CIK 0001846161 2026 Q2 Open parsed portfolio 102 $346,372,194 Open SEC source
20 Jul 2026, 15:48:16 UTC 13F-HR FLC Capital Advisors CIK 0001713697 2026 Q2 Open parsed portfolio 229 $609,563,109 Open SEC source
20 Jul 2026, 15:45:52 UTC 13F-HR Sage Capital Management, LLC CIK 0002030667 2026 Q2 Open parsed portfolio 167 $256,172,041 Open SEC source
20 Jul 2026, 15:45:42 UTC 13F-HR Aull & Monroe Investment Management Corp CIK 0001387615 2026 Q2 Open parsed portfolio 126 $239,188,283 Open SEC source
20 Jul 2026, 15:45:05 UTC 13F-HR GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 2026 Q2 Open parsed portfolio 779 $10,129,128,681 Open SEC source
20 Jul 2026, 15:43:26 UTC 13F-HR Michael Salzhauer CIK 0001059543 2026 Q2 Open parsed portfolio 79 $271,885,097 Open SEC source
20 Jul 2026, 15:42:00 UTC 13F-HR WEBSTER BANK, N. A. CIK 0001105837 2026 Q2 Open parsed portfolio 698 $1,152,671,748 Open SEC source
20 Jul 2026, 15:41:53 UTC 13F-HR Human Investing LLC CIK 0001767513 2026 Q2 Open parsed portfolio 96 $683,725,465 Open SEC source
20 Jul 2026, 15:41:28 UTC 13F-HR Interchange Capital Partners, LLC CIK 0001845998 2026 Q2 Open parsed portfolio 430 $531,683,654 Open SEC source
20 Jul 2026, 15:41:25 UTC 13F-HR MARKET STREET WEALTH MANAGEMENT ADVISORS LLC CIK 0001767601 2026 Q2 Open parsed portfolio 120 $702,982,270 Open SEC source
20 Jul 2026, 15:33:52 UTC 13F-HR GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 2026 Q2 Open parsed portfolio 276 $1,935,324,864 Open SEC source
20 Jul 2026, 15:32:18 UTC 13F-HR Owl Creek Wealth Partners LLC CIK 0002133805 2026 Q2 Open parsed portfolio 1,288 $341,797,681 Open SEC source
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